Fund HoldingsSTABLEFORD CAPITAL II LLC

Total Portfolio Value
$250.35M
Total Bought
$29.86M
Total Sold
$42.33M
Net Transaction
-$12.46M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR049,342+49,34205,8142.32%+5,814
SCHWAB STRATEGIC TR0227,250+227,25005,6542.26%+5,654
ISHARES GOLD TR(IAU)0101,347+101,34705,0842.03%+5,084
META PLATFORMS INC(META)9,46210,940+1,4784,3716,4542.58%+2,083
MICROSOFT CORP(MSFT)019,616+19,61608,1673.26%+8,167
CROWDSTRIKE HLDGS INC(CRWD)06,007+6,00701,9240.77%+1,924
SCHWAB STRATEGIC TR20,51462,952+42,4384381,4180.57%+980
AMERICAN ELEC PWR CO INC09,190+9,19009030.36%+903
VERIZON COMMUNICATIONS INC(VZ)5,28625,968+20,6822221,1170.45%+894
SBA COMMUNICATIONS CORP NEW(SBAC)6,8349,022+2,1881,4642,1070.84%+643
AMAZON COM INC(AMZN)050,130+50,13009,4663.78%+9,466
MERCADOLIBRE INC(MELI)1,4601,452-82,4383,0361.21%+598
ELI LILLY & CO(LLY)9,4709,828+3588,5769,1603.66%+584
REXFORD INDL RLTY INC(REXR)011,834+11,83405600.22%+560
AVALONBAY CMNTYS INC02,313+2,31305080.20%+508
ESSEX PPTY TR INC(ESS)01,686+1,68604860.19%+486
UBER TECHNOLOGIES INC(UBER)23,32023,567+2471,6002,0350.81%+435
LAS VEGAS SANDS CORP(LVS)040,579+40,57902,1450.86%+2,145
RETAIL OPPORTUNITY INVTS COR203,861202,466-1,3952,7463,1671.26%+421
AMERICAN TOWER CORP NEW(AMT)7,2388,900+1,6621,5431,9520.78%+409
YUM CHINA HLDGS INC(YUMC)025,955+25,95501,2330.49%+1,233
ADVANCED MICRO DEVICES INC(AMD)3,9245,839+1,9156269800.39%+355
ALPHABET INC(GOOG)059,156+59,15609,6573.86%+9,657
SCHWAB CHARLES CORP(SCHW)33,12035,737+2,6172,1132,4190.97%+306
DBX ETF TR80,34377,131-3,2121,9392,1960.88%+256
EXXON MOBIL CORP035,336+35,33604,3681.74%+4,368
MASTERCARD INCORPORATED(MA)05,504+5,50402,7641.10%+2,764
ENBRIDGE INC(ENB)39,10838,939-1691,4171,5990.64%+182
ISHARES TR41,56743,155+1,5883,9554,1371.65%+182
ABBOTT LABS15,35315,349-41,6071,7820.71%+175
TC ENERGY CORP(TRP)30,27230,141-1311,2131,3770.55%+164
PUBLIC STORAGE OPER CO(PSA)5,2745,235-391,6351,7950.72%+160
CONSTELLATION ENERGY CORP(CEG)04,317+4,31701,1490.46%+1,149
NIKE INC(NKE)20,16119,469-6921,4731,5990.64%+126
AT&T INC(T)68,25866,839-1,4191,3081,4280.57%+121
GE AEROSPACE(GE)05,305+5,30501,0140.41%+1,014
SCHLUMBERGER LTD(SLB)20,03424,481+4,4479801,0960.44%+117
CONOCOPHILLIPS(COP)09,495+9,49501,0490.42%+1,049
HONEYWELL INTL INC(HON)4,4445,042+5989791,0890.43%+110
GE VERNOVA INC(GEV)1,2071,153-542003080.12%+108
ISHARES TR
US TREAS BD ETF
42,65846,538+3,8809751,0710.43%+97
DANAHER CORPORATION(DHR)5,4075,376-311,3591,4530.58%+95
REGENCY CTRS CORP(REG)23,29623,236-601,5461,6330.65%+88
STARBUCKS CORP(SBUX)010,010+10,01009560.38%+956
WILLIAMS COS INC(WMB)11,04211,04204715570.22%+86
MEDTRONIC PLC(MDT)010,851+10,85109700.39%+970
VISA INC(V)11,79211,877+853,2163,3001.32%+84
NETFLIX INC(NFLX)01,387+1,38701,0030.40%+1,003
INTERNATIONAL BUSINESS MACHS(IBM)01,690+1,69003940.16%+394
ORACLE CORP(ORCL)6,7485,775-9739401,0150.41%+75
T-MOBILE US INC(TMUS)9,8468,821-1,0251,8071,8790.75%+72
MCDONALDS CORP(MCD)3,4853,209-2769109790.39%+69
NISOURCE INC(NI)19,49919,49905986620.26%+63
CATERPILLAR INC(CAT)2,6572,521-1369511,0130.40%+63
LUMEN TECHNOLOGIES INC(LUMN)010,018+10,0180620.02%+62
ISHARES TR6,4036,40301,1701,2260.49%+55
LINDE PLC(LIN)02,052+2,05209730.39%+973
FIDELITY COVINGTON TRUST9,2179,21704184690.19%+50
B2GOLD CORP(BTG)13,00028,000+15,00040900.04%+50
BROADCOM INC(AVGO)6,2335,628-6059721,0210.41%+49
FLUTTER ENTMT PLC(FLUT)3,0763,070-66266740.27%+48
ABBVIE INC(ABBV)5,2644,990-2749239690.39%+46
HOME DEPOT INC(HD)2,5582,422-1369519980.40%+46
PEPSICO INC(PEP)6,6336,709+761,1271,1730.47%+46
THERMO FISHER SCIENTIFIC INC(TMO)01,125+1,12506720.27%+672
JOHNSON & JOHNSON(JNJ)16,70016,416-2842,6152,6511.06%+36
REGIONS FINANCIAL CORP NEW(RF)24,76224,530-2325475810.23%+34
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
128,036127,537-4997,5447,5763.03%+32
NORFOLK SOUTHN CORP(NSC)2,0672,061-64855160.21%+31
SHERWIN WILLIAMS CO(SHW)6,1855,390-7952,0152,0430.82%+28
ECOLAB INC(ECL)3,8993,839-609499750.39%+26
ISHARES TR21,03020,981-496726980.28%+26
EATON VANCE TAX-MANAGED BUY-(ETV)35,15336,303+1,1504815060.20%+25
DIAGEO PLC(DEO)5,0235,068+456586830.27%+24
PHILIP MORRIS INTL INC(PM)2,0552,05502232470.10%+24
JPMORGAN CHASE & CO.(JPM)10,68210,522-1602,3172,3390.93%+22
FEDERAL RLTY INVT TR NEW(FRT)19,01918,946-732,0892,1120.84%+22
COSTCO WHSL CORP NEW(COST)1,3791,335-441,1671,1870.47%+20
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,0241,073+492302480.10%+18
CHEVRON CORP NEW(CVX)07,486+7,48601,1340.45%+1,134
US BANCORP DEL(USB)025,941+25,94101,2000.48%+1,200
SPDR SER TR
ST STR SP REGBNK
9,3809,38005325440.22%+12
VANECK ETF TRUST
GOLD MINERS ETF
7,2007,20002772880.12%+12
PROCTER AND GAMBLE CO(PG)5,8515,856+59911,0020.40%+11
VANGUARD WORLD FD
HEALTH CAR ETF
1,5771,57704364440.18%+9
DRAFTKINGS INC NEW(DKNG)55,41255,487+752,1252,1330.85%+8
FIRST TR EXCH TRADED FD III15,30015,30002702770.11%+8
CISO GLOBAL INC18,34718,347012180.01%+6
COMCAST CORP NEW(CCZ)08,012+8,01203310.13%+331
UNION PAC CORP(UNP)3,9223,949+279579570.38%0
CIA ENERGETICA DE MINAS GERA(CIG)62,56262,56201251220.05%-3
COCA COLA CO(KO)14,95813,937-1,0219759700.39%-6
BERKSHIRE HATHAWAY INC DEL2,2322,136-969959830.39%-12
LOWES COS INC(LOW)5,7855,055-7301,4061,3940.56%-12
AGNC INVT CORP(AGNC)97,62996,955-6741,0131,0000.40%-14
NEXTERA ENERGY INC(NEE)13,40811,441-1,9679519370.37%-14
WELLS FARGO CO NEW(WFC)37,91537,617-2982,3092,2940.92%-15
ARES CAPITAL CORP(ARCC)64,58363,067-1,5161,3611,3450.54%-16
ALPS ETF TR
ALERIAN MLP
4,9504,682-2682422230.09%-18
BANK AMERICA CORP23,69724,260+5631,0421,0180.41%-24
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